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Daniel Lee Willison Jr.

WAKEFIELD CAPITAL MANAGEMENT, INC.·CHEVY CHASE, Maryland
Clean recordWAKEFIELD CAPITAL MANAGEMENT, INC.
2 WISCONSIN CIRCLE, CHEVY CHASE, MD 20815CRD# 5711271Firm CRD# 151096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Lee Willison Jr. · CHEVY CHASE, MD
Registration
CRD #5711271 · WAKEFIELD CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Lee Willison Jr. is a registered financial advisor based in CHEVY CHASE, Maryland, affiliated with WAKEFIELD CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
WAKEFIELD CAPITAL MANAGEMENT, INC.
WAKEFIELD CAPITAL MANAGEMENT, INC.
AUM
$17M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WAKEFIELD CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5711271
Firm CRD# 151096
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Lee Willison Jr. offer?
Daniel Lee Willison Jr. specializes in Investment Management, Wealth Management. Contact their office in CHEVY CHASE, Maryland for a consultation.
What are Daniel Lee Willison Jr.'s credentials?
Daniel Lee Willison Jr. is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Lee Willison Jr. located?
Daniel Lee Willison Jr. is based in CHEVY CHASE, Maryland, working with WAKEFIELD CAPITAL MANAGEMENT, INC.. Their office serves clients in the CHEVY CHASE metropolitan area and surrounding communities.
How does Daniel Lee Willison Jr. charge for services?
Daniel Lee Willison Jr.'s firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAKEFIELD CAPITAL MANAGEMENT, INC.?
WAKEFIELD CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WAKEFIELD CAPITAL MANAGEMENT, INC.

Sean Patrick Murphy
CHEVY CHASE, MD

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